CFO Strategic Partners creates significant value for its clients using a number of proprietary tools that were developed to supplement traditional financial reporting.   We believe to fully understand your company; you must look beyond prepared financial statements.  As your partner, we use our “best practice” approach to provide your executive team with the information they need to better manage and grow the company.  CFO Strategic Partners will work with your management team in all of the following areas:

Financial Reporting & Analysis
In our role as CFO of your company, we will develop meaningful financial reports which accurately reflect the past performance of your business and its current health. We’ll use these reports to analyze your profitability by line of business or product.  This will help you to identify strengths and weaknesses in the various products you offer.

Performance Tracking
We’ll develop key performance indicators specific to your industry and will track them over time to identify business issues before they become big problems.  We’ll also benchmark these indicators to those of your entire industry so that you’ll know how you stack up against your peers and competitors.

Tax Planning
CFO Strategic Partners will work with your CPA to effectively manage your tax position.  Our tools include an estimated tax projection that keeps you informed of your tax situation throughout the year.  Our goal is that you have no surprises at tax time! 

Cash Flow Management
Keeping track of your company’s cash position is essential because cash, not accounting profits, is the lifeblood of a business. CFO Strategic Partners will customize tools and reporting that help you to effectively monitor and manage your cash.

Strategic Planning
CFO Strategic Partners will work with your management team to design a strategic plan which includes meaningful objectives and measurable goals.  Our process takes into account your customer needs, company strengths and weaknesses and new opportunities for growth.

Budgeting & Forecasting
A budget is an essential tool for effectively managing your company.  CFO Strategic Partners will develop a budget for your business as well as a tool for regularly measuring actual performance in comparison to your budget.

Banking & Financing
CFO Strategic Partners is very experienced in representing our clients as they seek bank financing.  We help you to answer the questions the bankers will ask -- before they ask them!

Planning for Capital Investments
Not sure of whether to lease or buy a building or piece of equipment?  CFO Strategic Partners can assist you in the decision-making process by providing sound financial analysis of your investment options.

Exit Strategy Planning
Are you concerned that all your hard work will not translate into a comfortable retirement for you? CFOSP can help you to carefully design an exit strategy that will ensure that you retire on your terms and on your timeline.

Evaluating New Business Opportunities
When faced with a new business opportunity, many CEO’s just listen to their gut rather than conducting a thorough analysis of the opportunity.  CFO Strategic Partners will help you to assess your current financial strength and determine if an opportunity is a good economic fit for your company.